STOC Advisory is a strategic advisory firm specializing in transaction advisory, corporate development support, and growth enablement services. We work with high-growth portfolio companies, typically backed by private equity and family offices, to accelerate value creation by supporting the full deal and operational lifecycle from acquisition strategy to post-close execution.

Our engagements often begin before a letter of intent is signed with market mapping, target outreach, pipeline management, and preliminary strategic and financial analysis. During the transaction process, we provide selective diligence support including quality of earnings assessments and integration planning to ensure a seamless handoff into execution.

Post-close, we embed with leadership teams to build the operational muscle required for scale. This includes implementing CRM and pipeline systems, designing KPI dashboards and reporting frameworks, standing up sales and marketing infrastructure, optimizing pricing strategies, and deploying performance management tools. Whether executing a buy and build thesis or driving organic growth, STOC turns strategy into a disciplined operating plan by bridging the gap between vision and measurable results.


Business Development

Consulting

Investment Management

Professional Services

Venture Capital

STOC Advisory

Michael O'Heir

This department provides expert guidance and analysis on mergers, acquisitions, and other financial transactions.

Transaction Advisory Services

This department focuses on interpreting complex data to inform strategic decision-making.

Data Analysis

This department manages budgeting, forecasting, and financial reporting to support organizational financial health.

Finance Department

This department oversees and coordinates marketing strategies and initiatives to drive brand awareness and business growth.

STOC Advisory

Org chart

Teams

Transaction Advisory Services

Data Analysis

Finance Department

Marketing Operations

Offices

STOC Advisory

Org chart

Teams

Transaction Advisory Services

Data Analysis

Finance Department

Marketing Operations

Offices

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